Carl Aycock is a registered investment advisor at Pathway Planning INC, based in Brookhaven, MS, with 21 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
123 S. Railroad Ave., Brookhaven, MS, 39601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carl is a director of Bank of Brookhaven, spending a few hours per week on bank-related business. He is also a partner in Aycock Land LLC and an advisor rep for Pathway Planning Inc.
Employment History
Current Registrations
Pathway Planning INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.